2024-04-17T09:28:15-05:00 2023-06-30 910189318 MOSS ADAMS LLP 6565 AMERICAS PARKWAY NE STE 600 ALBUQUERQUE NM 87110 990 2022-07-01 731353370 JOHN KIRKPATRICK FUND FOR HISTORIC CULTURAL & CIVIC UNDERSTANDING AFF FUND JOHN 4052355603 1000 N BROADWAY AVE OKLAHOMA CITY OK 73102 CATHY LIPPARD SECRETARY 4052355603 2024-04-12 1 CATHY LIPPARD 999009999 1 STEVEN TALBOT P01695427 5058787200 2024-04-12 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X TRISHA FINNEGAN 1000 N BROADWAY AVE OKLAHOMA CITY OK 73102 3012141 0 X N/A X 1989 OK SUPPORT THE OKLAHOMA CITY COMMUNITY FOUNDATION BY PROVIDING LONG-TERM CONTINUING SUPPORT FOR CULTURAL, HISTORIC, SCIENTIFIC AND HORTICULTURAL ACTIVITIES IN THE OKLAHOMA CITY AREA AND MAINTAINING THE COLLECTIONS AND OTHER PROPERTY OWNED BY THE FUND. 4 2 0 2 0 0 14002 26335 0 0 1850205 412547 0 0 1864207 438882 977990 520093 0 0 0 0 0 0 5528 108590 245526 1086580 765619 777627 -326737 20477875 21908049 0 0 20477875 21908049 SUPPORT THE OKLAHOMA CITY COMMUNITY FOUNDATION BY PROVIDING LONG-TERM CONTINUING SUPPORT FOR CULTURAL, HISTORIC, SCIENTIFIC AND HORTICULTURAL ACTIVITIES IN THE OKLAHOMA CITY AREA AND MAINTAINING THE COLLECTIONS AND OTHER PROPERTY OWNED BY THE FUND. 0 0 683626 520093 SUPPORT THE OKLAHOMA CITY COMMUNITY FOUNDATION BY PROVIDING LONG-TERM CONTINUING SUPPORT FOR CULTURAL, HISTORIC, SCIENTIFIC AND HORTICULTURAL ACTIVITIES IN THE OKLAHOMA CITY AREA AND MAINTAINING THE COLLECTIONS AND OTHER PROPERTY OWNED BY THE FUND. 683626 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 2 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 OK X OKLAHOMA CITY COMMUNITY FOUNDATION INC 4052355603 1000 N BROADWAY AVE OKLAHOMA CITY OK 73102 NANCY B ANTHONY PRESIDENT 0.25 49.75 X X 0 299992 36220 CHRISTIAN KEESEE VICE PRESIDENT 0.50 3.00 X X 0 0 0 STEVE DAVIS TRUSTEE 0.50 X 0 0 0 TRISHA FINNEGAN SECRETARY 0.25 49.75 X X 0 186063 2806 RHONDA GODWIN TREASURER 0.25 49.75 X 0 144771 22904 0 630826 61930 0 0 1 0 0 26335 26335 293697 293697 2692109 2573259 118850 118850 118850 438882 0 0 412547 520093 520093 53666 48138 5528 575 575 19758 19758 7994 7994 OCCF ALLOCATION 163533 163533 765619 683626 76465 5528 43378 37695 5859 10510 20203959 21611608 224679 248236 20477875 21908049 0 0 X 2618140 3188219 17859735 18719830 20477875 21908049 20477875 21908049 -326737 1756911 0 X X 0 1 X 1 0 X X 1 OKLAHOMA CITY COMMUNITY FOUNDATION INC 237024262 7 1 457593 0 1 457593 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 6: THE ORGANIZATION PROVIDES SUPPORT, VIA GRANTS, TO OTHER NON-PROFIT ORGANIZATIONS. THESE GRANTS WERE DISTRIBUTED AFTER APPROVAL OF THE BOARD OF TRUSTEES OF THE FUND, THE MAJORITY OF WHOSE MEMBERS ARE TRUSTEES OF THE OKLAHOMA CITY COMMUNITY FOUNDATION INC., THE SUPPORTED ORGANIZATION. THIS APPROVAL IS EVIDENCE THAT THESE GRANTS SUPPORT AND BENEFIT THE OKLAHOMA CITY COMMUNITY FOUNDATION AND ITS MISSION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 0 20477875 26335 2149125 520093 163533 61660 21908049 24361203 14002 -2832337 977990 26613 60390 20477875 19564632 6703 5422249 543870 7812 80699 24361203 19907404 9283 555232 819362 17271 70654 19564632 20289174 12503 1728144 2040514 8396 73507 19907404 0.14550 0.85450 0 0 0 X PART III, LINE 1A: THE FOUNDATION DOES NOT INCLUDE EITHER THE COST OR THE VALUE OF ITS COLLECTIONS IN THE CONSOLIDATED STATEMENTS OF FINANCIAL POSITION, NOR DOES IT RECOGNIZE GIFTS OF COLLECTION ITEMS AS REVENUES IN THE CONSOLIDATED STATEMENTS OF ACTIVITIES. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN NET ASSETS WITHOUT DONOR RESTRICTION IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED AND PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES ARE REFLECTED AS INCREASES IN NET ASSETS WITHOUT DONOR RESTRICTIONS. PART III, LINE 4: THIS ORGANIZATION MAINTAINS COLLECTIONS FOR PUBLIC EXHIBITION TO FOSTER EDUCATION AND ENCOURAGE RESEARCH. PART V, LINE 4: THIS ORGANIZATION'S ENDOWMENT IS USED TO SUPPORT THE CHARITABLE MISSION OF THE FUND IN PERPETUITY. PART X, LINE 2: OCCF AND ITS SUPPORTING ORGANIZATIONS ARE TAX-EXEMPT ORGANIZATIONS AND ARE NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES, EXCEPT ON UNRELATED BUSINESS INCOME, IN ACCORDANCE WITH SECTION 501(A) OF THE INTERNAL REVENUE CODE (THE CODE) AND HAVE BEEN DETERMINED NOT TO BE A PRIVATE FOUNDATION UNDER SECTION 509(A) OF THE CODE. THE LIMITED LIABILITY COMPANIES ARE PASS-THROUGH ENTITIES FOR TAX PURPOSES. UNRELATED BUSINESS INCOME TAX, IF ANY, IS IMMATERIAL AND NO TAX PROVISION HAS BEEN MADE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. THE ASC PROVIDES GUIDANCE FOR HOW UNCERTAIN TAX POSITIONS SHOULD BE RECOGNIZED, MEASURED, DISCLOSED AND PRESENTED IN THE CONSOLIDATED FINANCIAL STATEMENTS. THIS REQUIRES THE EVALUATION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING OCCF AND ITS SUPPORTING ORGANIZATIONS' TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS ARE MORE-LIKELY-THAN-NOT OF BEING SUSTAINED WHEN CHALLENGED OR WHEN EXAMINED BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS NOT DEEMED TO MEET THE MORE-LIKELY-THAN-NOT THRESHOLD WOULD BE RECORDED AS A TAX BENEFIT OR EXPENSE AND LIABILITY IN THE CURRENT YEAR. MANAGEMENT HAS DETERMINED THAT THERE WERE NO MATERIAL UNCERTAIN INCOME TAX POSITIONS. 1 OKLAHOMA CITY INNOVATION DISTRICT 755 RESEARCH PARKWAY SUITE 423 OKLAHOMA CITY OK 73104 730756329 501(C)(3) 12500 0 GENERAL PURPOSE OKLAHOMA CITY PHILHARMONIC 424 COLCORD DR STE B OKLAHOMA CITY OK 73102 731328565 501(C)(3) 50000 0 GENERAL PURPOSE OKLAHOMA CITY COMMUNITY FOUNDATION INC 1000 N BROADWAY AVE OKLAHOMA CITY OK 73102 237024262 501(C)(3) 457593 0 GENERAL PURPOSE 3 0 PART I, LINE 2: THE ORGANIZATION'S DUE DILLIGENCE PROCEDURES PRIOR TO GRANT DISBURSEMENT INCLUDE: 1) ENSURE THAT GRANTS DO NOT PROVIDE BENEFITS TO ANY DONOR OR OTHER DISQUALIFIED PERSON AND DO NOT RESULT IN PRIVATE INUREMENT TO ANY PERSON OR CORPORATION. 2) COLLECT IRS LETTER DOCUMENTING 501(C)(3) PUBLIC CHARITY STATUS, CURRENT BOARD OF DIRECTOR LISTING, CURRENT FINANCIAL INFORMATION AND CURRENT PROGRAM INFORMATION OR DESCRIPTION. 3) VERIFICATION OF STATUS IN IRS PUBLICATION 78 THROUGH WWW.GUIDESTAR.COM 4) CONFIRM THAT GRANTS ARE NOT MADE TO INDVIDUALS OR FOR THE BENEFIT OF A SPECIFIC INDIVIDUAL, FOR REIMBURSEMENT PURPOSES OR FOR NON-CHARITABLE PURPOSES. 0 0 0 0 0 0 0 0 0 NANCY B ANTHONY PRESIDENT 0 298138 0 0 0 1854 0 28500 0 7720 0 336212 0 0 TRISHA FINNEGAN SECRETARY 0 185973 0 0 0 90 0 0 0 2806 0 188869 0 0 RHONDA GODWIN TREASURER 0 144070 0 0 0 701 0 14824 0 8080 0 167675 0 0 PART I, LINE 3 THE INDIVIDUALS LISTED IN SCHEDULE J ARE COMPENSATED BY THE OKLAHOMA CITY COMMUNITY FOUNDATION, A RELATED TAX-EXEMPT ORGANIZATION. THE RELATED ORGANIZATION CHECKS THE FOLLOWING BOX ON SCHEDULE J, PART I, LINE 3: APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF THE ORGANIZATION ARE THE TRUSTEES OF THE OKLAHOMA CITY COMMUNITY FOUNDATION. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS ELECT THE TRUSTEES OF THE FILING ORGANIZATION. AS SUCH, THE OKLAHOMA CITY COMMUNITY FOUNDATION IS THE CONTROLLING ENTITY OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND REVIEWED BY STAFF OF THE OKLAHOMA CITY COMMUNITY FOUNDATION, INC., THE SUPPORTED ORGANIZATION. THIS RETURN IS PROVIDED TO TRUSTEES FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED, DISCUSSED AND SIGNED BY EACH TRUSTEE AT THE ANNUAL TRUSTEE MEETING. FORM 990, PART VI, SECTION B, LINE 15 ALTHOUGH THIS ORGANIZATION DOESN'T HAVE ANY DIRECT EMPLOYEES AND, THEREFORE, DOESN'T FOLLOW THIS POLICY, THE OKLAHOMA CITY COMMUNITY FOUNDATION, WHICH HAS AN ECONOMIC INTEREST AND CONTROLS THE SUPPORTING ORGANIZATION'S BOARD OF TRUSTEES, DOES FOLLOW THIS PROCESS FOR ITS PERSONNEL. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. ALBERS FAMILY AFFILIATED FUND OF OCCF INC 1000 N BROADWAY AVE OKLAHOMA CITY OK 73102 260703109 CHARITABLE OK 501(3) CHARITABLE OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 ALLIED ARTS FOUNDATION AFFILIATED FUND OF OCCF INC 1000 N BROADWAY AVE OKLAHOMA CITY OK 73102 731483619 CHARITABLE OK 501(3) CHARITABLE OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 BOB & NANCY ANTHONY FAMILY AFFILIATED FUND OF OCCF INC 1000 N BROADWAY AVE OKLAHOMA CITY OK 73102 731574817 CHARITABLE OK 501(3) CHARITABLE OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 CHRISTIAN KEESEE CHARITABLE FUND OF OCCF INC 1000 N BROADWAY AVE OKLAHOMA CITY OK 73102 204459575 CHARITABLE OK 501(3) CHARITABLE OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 COMMUNITY RESOURCES OIL & GAS 1000 N BROADWAY AVE OKLAHOMA CITY OK 73102 731608889 CHARITABLE OK 501(3) CHARITABLE OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 COMMUNITY RESOURCES REAL ESTATE 1000 N BROADWAY AVE OKLAHOMA CITY OK 73102 731608887 CHARITABLE OK 501(3) CHARITABLE OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 COWBOY HALL OF FAME AFFILIATED FUND OF OCCF INC 1000 N BROADWAY AVE OKLAHOMA CITY OK 73102 731374647 CHARITABLE OK 501(3) CHARITABLE OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 DEER CREEK AFFILIATED FUND OF OCCF INC 1000 N BROADWAY AVE OKLAHOMA CITY OK 73102 731461683 CHARITABLE OK 501(3) CHARITABLE OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 E PHIL & ROBERTA KIRSCHNER AFFILIATED FUND OF OCCF INC 1000 N BROADWAY AVE OKLAHOMA CITY OK 73102 364763764 CHARITABLE OK 501(3) CHARITABLE OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 HERITAGE HALL AFFILIATED FUND OF OCCF INC 1000 N BROADWAY AVE OKLAHOMA CITY OK 73102 731506204 CHARITABLE OK 501(3) CHARITABLE OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 HOSPICE FOUNDATION OF OKLAHOMA AFFILIATED FUND OF OCCF INC 1000 N BROADWAY AVE OKLAHOMA CITY OK 73102 731549817 CHARITABLE OK 501(3) CHARITABLE OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 JANICE & JOE L SINGER FAMILY AFFILIATED FUND OF OCCF INC 1000 N BROADWAY AVE OKLAHOMA CITY OK 73102 320101644 CHARITABLE OK 501(3) CHARITABLE OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 JOHN & CLAUDIA HOLLIMAN AFFILIATED FUND OF OCCF INC 1000 N BROADWAY AVE OKLAHOMA CITY OK 73102 731528946 CHARITABLE OK 501(3) CHARITABLE OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 KIRKPATRICK FAMILY AFFILIATED FUND OF OCCF INC 1000 N BROADWAY AVE OKLAHOMA CITY OK 73102 731355924 CHARITABLE OK 501(3) CHARITABLE OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 LAWTON COMMUNITY FOUNDATION AFFILIATED FUND OF OCCF INC 1000 N BROADWAY AVE OKLAHOMA CITY OK 73102 731566026 CHARITABLE OK 501(3) CHARITABLE OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 LEADERSHIP OKLAHOMA CITY AFFILIATED FUND OF OCCF INC 1000 N BROADWAY AVE OKLAHOMA CITY OK 73102 731461684 CHARITABLE OK 501(3) CHARITABLE OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 LOVE FAMILY AFFILIATED FUND OF OCCF INC 1000 N BROADWAY AVE OKLAHOMA CITY OK 73102 731581477 CHARITABLE OK 501(3) CHARITABLE OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 MA EVERETT FAMILY AFFILIATED FUND OF OCCF INC 1000 N BROADWAY AVE OKLAHOMA CITY OK 73102 731520821 CHARITABLE OK 501(3) CHARITABLE OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 MALZAHN FAMILY AFFILIATED FUND OF OCCF INC 1000 N BROADWAY AVE OKLAHOMA CITY OK 73102 731405419 CHARITABLE OK 501(3) CHARITABLE OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 OKLAHOMA CITY ART MUSEUM AFFILIATED FUND OF OCCF INC 1000 N BROADWAY AVE OKLAHOMA CITY OK 73102 731400397 CHARITABLE OK 501(3) CHARITABLE OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 OKLAHOMA CITY COMMUNITY FOUNDATION INC 1000 N BROADWAY AVE OKLAHOMA CITY OK 73102 237024262 CHARITABLE OK 501(3) CHARITABLE N/A 0 OKLAHOMA PHILHARMONIC AFFILIATED FUND OF OCCF INC 1000 N BROADWAY AVE OKLAHOMA CITY OK 73102 731461680 CHARITABLE OK 501(3) CHARITABLE OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 RAYMOND H JR & BONNIE HEFNER FAMILY AFFILIATED FUND OF OCCF INC 1000 N BROADWAY AVE OKLAHOMA CITY OK 73102 731549818 CHARITABLE OK 501(3) CHARITABLE OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 ROBERT & BLANCHE GORDON FAMILY AFFILIATED FUND OF OCCF INC 1000 N BROADWAY AVE OKLAHOMA CITY OK 73102 731609200 CHARITABLE OK 501(3) CHARITABLE OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 RURAL OKLAHOMA COMMUNITY FOUNDATION INC AN AFFILIATED FUND OF OCCF INC 1000 N BROADWAY AVE OKLAHOMA CITY OK 73102 731464051 CHARITABLE OK 501(3) CHARITABLE OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 THE SCIENCE MUSEUM OF OKLAHOMA AFFILIATED FUND OF OCCF INC 1000 N BROADWAY AVE OKLAHOMA CITY OK 73102 731330516 CHARITABLE OK 501(3) CHARITABLE OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 VOGT FAMILY AFFILIATED FUND OF OCCF INC 1000 N BROADWAY AVE OKLAHOMA CITY OK 73102 470969102 CHARITABLE OK 501(3) CHARITABLE OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 0 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0